Setting up a team and managing permissions for each project and version
Learn how to set roles, responsibilities and team permissions for the purposes of collaboration, governance and auditing.
If you've set up a new project or created a new version, you will automatically be given 'Read', 'Write' and 'Approve' permissions for the project.
To edit your own permissions, simply hover over the 'Version Team' table with your cursor, over the row containing your details, and click the edit button that appears on the right-hand side.
In order to add new team members to your project, they'll need to be set up within your company account. Follow the steps below to learn how to add, remove and edit new team members, as well as setting them up with the right permissions.
Head to the Team page in your company settings
Click ‘Add User’ and enter their name, email and name of the company they work for
Use the toggle to add or remove company-level admin rights
You can set come back to set their Swallow notification preferences after you’ve added them to their first project
Navigate back to your Projects screen
Click ‘Add user’ and search for the person you’d like to add by email or name
Click their name in the list to add them to your project (they’ll be added as ‘Read Only’ permissions by default)
Choose which level of access you’d like to give them for this version of your pricing model. You can choose between the four levels of permissions:
Read only
Read and Write
Read and Approve
Read, Write & Approve
In this edit screen, you can also edit the team member’s name or remove them from the project in future if you need to
Save their permissions before exiting
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